The Gemini Report - Investment Deep Dives
Lukasz Tomicki and LRT Capital Management LLCCurated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com
| Publishes | Daily | Episodes | 160 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
Executive Summary This report provides a comprehensive fundamental analysis of Core & Main, Inc. (CNM), a leading specialty distributor of water, wastewater, storm drainage, and fire protection products in the United States. The company operates as a... more
Executive Summary This report provides a comprehensive analysis of Ametek Inc. (NYSE: AME), a leading global manufacturer of electronic instruments and electromechanical devices. The core investment thesis centers on Ametek as a high-quality industri... more
Executive Summary Epiroc AB presents the investment profile of a premier cyclical industrial company positioned at the confluence of two powerful secular trends: the accelerating global demand for minerals critical to the energy transition and the co... more
Executive Summary Atlas Copco AB stands as a premier, diversified industrial conglomerate, distinguished by a high-quality business portfolio and a resilient, service-oriented operating model. This structure underpins its consistently premium profita... more
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- Worth a listen
Quick investment deep dives and industry primers. Well researched!
Apple Podcasts5ltomicki
United States4 months ago
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Apple Podcasts | #155 |  Russia/Business/Investing |
Apple Podcasts | #169 |  Finland/Business/Investing |
Apple Podcasts | #179 |  Hong Kong/Business/Investing |
Apple Podcasts | #244 |  Sweden/Business/Investing |
Apple Podcasts | #246 |  Taiwan/Business/Investing |
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